Webhook Automate

• Customer Success Managers looking to streamline onboarding processes for new clients.
• Sales Teams needing to automate follow-up tasks and calendar scheduling.
• Marketing Teams aiming to personalize communication with new leads.
• Business Owners who want to enhance customer engagement and retention through efficient workflows.

This workflow addresses the challenge of efficiently onboarding new customers by automating the following tasks:

• Sending personalized welcome emails.
• Scheduling welcome calls in the calendar.
• Assigning dedicated Customer Success Managers (CSMs) to new clients, ensuring they receive the necessary support and resources.

1. Webhook Trigger: The workflow starts when a new customer is added via a webhook.
2. Enter Company Data: The workflow captures company-specific information such as name, email, and activity.
3. Get List of Owners: It retrieves a list of available owners from HubSpot.
4. Split Out Owners: The workflow splits the list of owners to find the current owner.
5. If a Contact is Created: It checks if the event is related to contact creation.
6. Get All Info About the Contact: Retrieves detailed information about the newly created contact.
7. Write a Personalized Message: Generates a personalized welcome email using AI.
8. Send the Message: Sends the generated email to the new customer.
9. Set Owner to Contact: Assigns the appropriate owner to the new contact in HubSpot.
10. Calendar Management: Uses the Calendar Agent to schedule a welcome call based on availability.